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  • Speaking Engagements

    2014

    March 13, 2014: BOSC’s Ted Sarenski spoke on AM 1250 located in Tampa, Florida on their Health, Wealth & Wisdom program he discussed Maximizing Social Security. Click here to listen to the program. Ted speaks 34:43 minutes into program.

     

    January 22, 2014: BOSC’s Ted Sarenski was featured in onwallstreet.com. The article summarizes a presentation Ted gave at the AICPA conference in Las Vegas, NV Social Security entitled: 11 Tips to Help Clients With Social Security Benefits. 11 Tips To Help Clients With Social Security Benefits.

     

    January 22, 2014: Ted Sarenski Receives AICPA’s 2013 Personal Financial Planning Distinguished Service Award AICPA Distinguished Service Award

     

    2013

     

    February

    Ted will be a guest speaker for the Heritage Investment Groups, Distinguished Speaker Series on February 12th, in Deerfield Beach, Florida. He will be speaking about “Social Security: Where it’s been, where it is and what you should know”.  Invitation to the Social Security Presentation.

     

    January

    The AICPA has made available Synched Audio / Video / Slides from Ted Sarenski’s discussion on the topic of:

    Social Security: Strategies for Optimizing Your Clients’ Benefits and Other Social Security Issues

    To view please click here: Optimizing Social Security (please note it may take a few seconds to upload)

     

     

    The  2013 AICPA Advanced Personal Financial Planning Conference is an  intensive, high-level even that will help you address the 2013 post-election  issues impacting personal financial planning. It’s the first major professional  financial conference that addresses post-election changes head-on with the most  advanced technical, all-encompassing learning programs featuring critical  insights and high-level guidance directly from the experts on the latest techniques,  investment strategies, and changes in estate & tax legislation to ably and  accurately advise your clients.

    Date:                         Jan 21 – Jan 23, 2013
    Location:                 Aria Resort and Casino       Las Vegas, NV

    Ted will be speaking on three topics.

    • Social Security: Strategies for Optimizing Your Clients Benefits and Other Social Security Issues
    • Divorce Strategies
    • Weaving the Behavioral Side of Retirement Planning with the Technical Aspects

     

    AICPA Conference Agenda in Detail

    WCNY Financial Fitness 2013
    January 3, 2013 – Ted Sarenski spoke about Social Security: Part II (Part I took place on October 4, 2012)

    • What do you need to understand about SS and how do I maximize the use of SS to improve my retirement?
    • What special circumstances may effect my payments?

    Watch Financial Fitness 01/03/13 on PBS. See more from Financial Fitness.

     

     2012

    • October 26, 2012 -Ted Sarenski spoke about “Social Security “Turning Social Security Knowledge into Consulting Fees” at the Florida Institute of CPAs First Elder Planning Sympsoium in Tampa.
    • October 23, 2012 – Ted Sarenski spoke about “Social Security: Strategies for Optimizing Your Benefits and Other Social Security Issues” at the AICPA Sophisticated Tax Conference in NYC.
    • October 17, 2012 – Ted Sarenski spoke about “Social Security” at Elder Care Day at the Syracuse Financial Planning Assocation.

    WCNY Financial Fitness 2012

    October 4, 2012 – Ted Sarenski spoke about Social Security: Part 1 (Part II is above January 3, 2013)

    Watch 10/4/12: Social Security Questions on PBS. See more from Financial Fitness.

     

     2011

     

 
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